Difference between revisions of "How do I create a stock quotation?"
From Catalyst
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== More Information == | == More Information == | ||
Go to {{Menu|Systems|{{ST}}|Invoicing & Customer Orders}}. | Go to {{Menu|Systems|{{ST}}|Invoicing & Customer Orders}}. | ||
| − | * At {{DataPrompt|Customer}}, enter or [[How do I Find a Customer?|search]] for the customer's account code. | + | * At {{DataPrompt|Customer}}, enter or [[How do I Find a Customer?|search]] for the customer's account code. |
* Enter the stock items in the same way as you would for an invoice. | * Enter the stock items in the same way as you would for an invoice. | ||
* Press {{KeyPress|F7}} or press {{Button|Invoice}}. | * Press {{KeyPress|F7}} or press {{Button|Invoice}}. | ||
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* [[Selling Parts over the Counter]] | * [[Selling Parts over the Counter]] | ||
| − | {{KB_Tags|create, | + | {{KB_Tags|create, quotes, quotations, estimates}} |
| − | {{FAQ}} {{KB_ST}} | + | {{FAQ}}{{KB_ST}} |
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{{KB_Ref|ST09, ST99}} | {{KB_Ref|ST09, ST99}} | ||
Revision as of 06:30, 22 December 2018
Summary
This article explains how to create a quotation in " Systems\Stock Control Invoicing & Customer Orders" and then save it. A quote does not affect stock levels and does not require payment but can be stored and retrieved at a later date.
More Information
Go to " Systems Stock Control Invoicing & Customer Orders".
- At "Customer", enter or search for the customer's account code.
- Enter the stock items in the same way as you would for an invoice.
- Press <F7> or press [Invoice].
- You should be presented with a "Document Control" popup screen.
- At "Document type", choose 'Printed Quotation' or 'Quotation With No Printout' depending on whether or not you want to produce a printed copy of the quotation.
- Press <F7> or the [Document] button to produce the quotation.
See also
- How do I Remove Old Quotations?
- How do I Retrieve a Quotation?
- How do I Print and Save a Quotation?
- Selling Stock in Invoicing and Customer Orders
- Selling Parts over the Counter
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Tags
ST09, ST99
